BETA

COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST INC (EIN 68-0589116)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-14
IRS object ID
202601959349301415
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-14T11:10:46-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751044330PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANE GORMAN TRUBITT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12626 HOWELL ST SUITE 700AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680589116EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COLLEGIATE ASSOCIATION RESOURCE OF THEBusinessNameLine1Txt
Business Name Line2SOUTHWEST INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOLLBusinessNameControlTxt
Phone2146659467PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11845 E NORTHGATE DR 721AddressLine1Txt
CityIRVINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELANIE OELFKEPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2146659467PhoneNum
Signature2026-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN WARNEKEPreparerPersonNm
PTINP01294950PTIN
Phone2148717500PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMELANIE OELFKEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11845 E NORTHGATE DR 721AddressLine1Txt
CityIRVINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75062ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,641,004GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2004FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionPROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERSActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$8,330,010PYProgramServiceRevenueAmt
CY Program Service Revenue$8,591,237CYProgramServiceRevenueAmt
PY Investment Income$78,161PYInvestmentIncomeAmt
CY Investment Income$30,163CYInvestmentIncomeAmt
PY Other Revenue$1,026PYOtherRevenueAmt
CY Other Revenue$19,604CYOtherRevenueAmt
PY Total Revenue$8,409,197PYTotalRevenueAmt
CY Total Revenue$8,641,004CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$7,147,124PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$6,172,385CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$115,222PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$106,085CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,931,157PYOtherExpensesAmt
CY Other Expenses$2,034,415CYOtherExpensesAmt
PY Total Expenses$9,193,503PYTotalExpensesAmt
CY Total Expenses$8,312,885CYTotalExpensesAmt
PY Revenues Less Expenses-$784,306PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$328,119CYRevenuesLessExpensesAmt
Total Assets BOY$4,307,361TotalAssetsBOYAmt
Total Assets EOY$4,484,273TotalAssetsEOYAmt
Total Liabilities BOY$993,541TotalLiabilitiesBOYAmt
Total Liabilities EOY$842,334TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,313,820NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,641,939NetAssetsOrFundBalancesEOYAmt
MissionPROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 468 ENROLLED INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 468 ENROLLED INDIVIDUALS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2146659467PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11845 E NORTHGATE DR 721AddressLine1Txt
CityIRVINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75062ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT WATLING
PRESIDENT5.0040.00Yes (X)Yes (X)$0$290,395$28,960
J PERNELL JONES
VICE PRESIDENT5.0040.00Yes (X)Yes (X)$0$192,020$20,897
MARY FLECK
TREASURER5.0040.00Yes (X)Yes (X)$0$142,415$29,764
MELANIE OELFKE
SECRETARY5.0040.00Yes (X)Yes (X)$0$93,078$30,084
SCOTT KIEDAISCH
EXECUTIVE DIRECTOR45.000.00Yes (X)$107,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$107,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$717,908TotReportableCompRltdOrgAmt
Total Other Compensation$109,705TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE CROSS BLUE SHIELD OF TEXASBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 LOOKOUT DRIVEAddressLine1Txt
CityRICHARDSONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75028ZIPCd
FieldValueIRS element (for citing)
ServicesCLAIMS PROCESSINGServicesDesc
Compensation$411,481CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescBENEFIT PREMIUMSDesc
Business525100BusinessCd
Total Revenue Column$8,591,237TotalRevenueColumnAmt
Related Or Exempt Func Income$8,591,237RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,591,237TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,163TotalRevenueColumnAmt
Exclusion$30,163ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,604TotalRevenueColumnAmt
Related Or Exempt Func Income$19,604RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,604OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,641,004TotalRevenueColumnAmt
Related Or Exempt Func Income$8,610,841RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$30,163ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$6,172,385TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$98,512TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,573TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,775TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,400TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$506,449TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$67,211TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,328TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$269TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$41,226TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
STOP LOSS INSURANCE$670,391
DENTAL INSURANCE PREMIU$349,829
LIFE/DISABILITY PREMIUM$279,606
VISION PREMIUMS$46,405

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$31,526TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,312,885TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,054,694BOYAmt
EOY$2,622,531EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,823,120BOYAmt
EOY$975,625EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$429,547BOYAmt
EOY$886,117EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,307,361BOYAmt
EOY$4,484,273EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$993,541BOYAmt
EOY$842,334EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$993,541BOYAmt
EOY$842,334EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,313,820BOYAmt
EOY$3,641,939EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,313,820BOYAmt
EOY$3,641,939EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,307,361BOYAmt
EOY$4,484,273EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$328,119ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,641,004TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$8,641,004RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,641,004TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,312,885TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,312,885ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,312,885TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationCARES HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 31, 2006 STATING THAT IT IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND ITS REGULATIONS. THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS ALSO INTENDED TO BE EXEMPT. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THEIR TAX-EXEMPT STATUS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN AND TRUST, AS AMENDED, ARE DESIGNED AND ARE CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THE PLAN AND TRUST ARE TAX-EXEMPT. HOWEVER, FROM TIME TO TIME, THE PLAN AND TRUST CAN BE SUBJECT TO UNRELATED BUSINESS INCOME TAXES. FOR 2025 AND 2024 NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED AS A RESULT OF UNRELATED BUSINESS TAXABLE INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2025 AND 2024 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBERT WATLING
PRESIDENT$0$290,305$0$90$0$0$0$20,549$0$8,411$0$319,355$0$0
J PERNELL JONES
VICE PRESIDENT$0$192,020$0$0$0$0$0$0$0$20,897$0$212,917$0$0
MARY FLECK
TREASURER$0$142,019$0$396$0$0$0$29,764$0$0$0$172,179$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE CARES BOARD OF DIRECTORS UTILIZED HIGHER EDUCATION COMPENSATION SURVEYS TO ESTABLISH THE SALARY FOR THE EXECUTIVE DIRECTOR OF CARES. THE EXECUTIVE DIRECTOR HAS BEEN UNDER AN EMPLOYMENT CONTRACT SINCE JANUARY 1, 2018.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION'S MEMBERS SHALL BE EACH SCHOOL IN GOOD STANDING WITH THE INDEPENDENT COLLEGES AND UNIVERSITIES OF TEXAS (ICUT) OR A SCHOOL IN GOOD STANDING OF AN ASSOCIATION OF PRIVATE COLLEGES AND UNIVERSITIES LOCATED IN STATES CONTIGUOUS TO TEXAS WHICH IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU), THAT ELECTS TO PARTICIPATE AND EXECUTES A MEMBERSHIP AND ADOPTION AGREEMENT.
FORM 990, PART VI, SECTION A, LINE 7AEACH MEMBER IS ENTITLED TO APPOINT TWO DESIGNATED REPRESENTATIVES, WHICH WILL BE THE DIRECTORS OF THE ORGANIZATION, TO PARTICIPATE IN MEETINGS OF THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BREVIEW PROCESS OF FORM 990 THE 990 IS REVIEWED AND ACCEPTED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE PRIOR TO SIGNING AND SUBMITTING TO THE IRS.
FORM 990, PART VI, SECTION C, LINE 19AVAILABILITY OF DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT, INCLUDING THE REVIEW AND APPOINTMENT OF THE OUTSIDE AUDITOR AND THE REVIEW AND APPROVAL OF THE SCOPE OF THE AUDIT. THIS HAS NOT CHANGED FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
UNIVERSITY OF DALLAS
1845 E NORTHGATE DRIVEIRVINGTX75062750926755CONTRIBUTING EMPLOYERTX501(C)(3)LINE 20
AUSTIN COLLEGE
900 N GRAND AVENUESHERMANTX75090750827409CONTRIBUTING EMPLOYERTX501(C)(3)LINE 20
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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